TAX REPORTING ANALYST recruitment

Key Objectives of the Role:

To ensure effective controls and processes are in place to reduce SEI and client(s) risk from a tax reporting perspective.
To act as a contact for SEI and client(s) on tax related issues and to provide superior customer service and solutions on client tax reporting related activities.

Responsibilities:

ISA Accounts oversight - ensuring that clients manage their ISA accounts within the regulations and that ISA reporting is produced accurately and in line with client SLA’s which are driven by the ISA Regulatory return deadlines.
Produce and maintain tax reports ensuring they are produced within required deadlines and SLA’S and accurately reflect HMRC regulatory requirements.
Monitor reports highlighting potential issues and offering effective solutions to resolve.
Manage tax database to ensure data is consistent and of good integrity.
QC of incoming taxable transactions, including trades, dividends, interest distributions, corporate actions etc, to ensure that any potential issues are flagged and risk to SEI and the client(s) is checked and minimised.

Other:

Provide a superior level of customer service (internal and external where appropriate) and assist in effective resolution of all tax reporting activities.
Recommend any process improvements regarding Tax Reporting where appropriate. .

Keep Current – (market conditions, regulation, SEI products and services, etc) and maintain ongoing and effective communication and alignment of these with client business practices.
Maintenance and updating of internal systems/ data reference points in agreed format to ensure consistency and communication of relevant information within the team and ensure integrity of data.

• Any other ad-hoc projects as required.

Best Practice:

Technical Capabilities/Skills Experience Required for the Role:

Solid experience within financial services, private banking, mutual funds and investment advisory is preferred as is industry knowledge of private banking, asset management and investment processing.
Ideally degree educated with IAQ or similar.
Strong understanding of tax reporting within wealth management.
Process-oriented with strong attention to detail.
Ability to handle multiple tasks with tight delivery schedules.
Effective written and verbal communication skills.
Responsiveness, accountability and adaptability.
Professionalism and leadership.
Critical thinking and problem-solving skills.
Self-motivated and willing to learn.
Supports a healthy team environment.

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